We are a team of highly skilled professionals based in Chandigarh, dedicated to providing world-class investment services and wealth management solutions to investors across India and globally. We specialize in serving Ultra High Net Worth Individuals (UHNIs) and High Net Worth Individuals (HNIs) by offering comprehensive financial solutions backed by extensive research and expert analysis.
We are looking for an experienced and result-driven Senior Wealth Manager to acquire, manage, and grow relationships with HNI and UHNI clients. The ideal candidate should possess robust financial advisory skills, a proven sales track record,
and the ability to deliver customized wealth management solutions while maintaining the highest standards of ethics and client service.
Key ResponsibilitiesClient Acquisition & Business Development
- Acquire new HNI and UHNI clients through referrals, networking, and strategic prospecting.
- Build and maintain a strong pipeline of prospective clients.
- Conduct client meetings and present customized investment solutions.
- Successfully onboard new clients and drive fresh investments.
Assets Under Management (AUM) Growth
- Take ownership of assigned AUM targets.
- Increase AUM through fresh investments and portfolio expansion.
- Recommend diversified investment strategies aligned with client objectives.
- Monitor and review portfolio performance regularly.
Client Relationship Management
- Develop long-term relationships with clients based on trust and transparency.
- Conduct periodic portfolio reviews and quarterly client meetings.
- Provide continuous advisory support and financial guidance.
- Reso
📌 Senior Wealth Manager (Chandigarh)
🏢 HRX International
📍 Chandigarh
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